The Dubsado alternative with a real AI agent.
Workflow templates were the future in 2018. The future now is an agent that drafts the work and lets you approve it. Hey Otto ships 35 tool-calling actions across pipeline, invoicing, time, books, and calendar — driven by voice or chat — plus native multi-currency, modern UX, and a books ledger Dubsado doesn't include.
CSV import from Dubsado · 1-minute setup · multi-currency from day one
The four reasons people switch.
Workflow templates are not AI.
"Smart workflows" are a useful product, but they are if-this-then-that automations you configure once. Otto is a tool-calling agent that interprets natural language, drafts the right action, and lets you approve before it commits. The difference is between a thermostat and a chef.
You bill in something other than dollars.
Dubsado is US-focused and multi-currency support is limited. Hey Otto ships native multi-currency: USD, EUR, GBP, ILS, AUD, CAD, plus per-deal currency override and live FX rates. If your client roster includes a euro or a shekel, this matters.
You want one app, not three.
Dubsado handles workflows, proposals, and invoicing well. It does not include time tracking or a books ledger — so the average Dubsado user is also paying for Toggl and QuickBooks. Hey Otto bundles time and books natively.
You want voice — not just typing.
Hey Otto's voice control runs in the browser. Walk to the kitchen, say "send Anna the deposit invoice for the Acme job", and watch it draft, confirm, and execute. No app to download, no settings to configure, no Dubsado equivalent.
Head to head, no gymnastics.
Where Dubsado is the stronger fit, we say so. Where we are, we show you why.
Bringing your work across.
Most operators run both for one billing cycle, then drop Dubsado.
Export from Dubsado
Clients, projects, invoices — CSV-exportable from your Dubsado account.
Drag into Hey Otto
Otto maps the columns, flags duplicates, and previews everything before he commits a single record.
Bring your books across
Drop a bank-statement PDF or CSV. Otto parses, deduplicates, and writes the ledger.
Keep contracts where they live
If you depend on Dubsado contracts and signatures, keep using them for that one workflow until we ship signatures. Everything else moves now.
Switching from Dubsado?
Is Hey Otto cheaper than Dubsado?
Comparable. Dubsado is $20/$40 (Starter/Premier). Hey Otto Solo is $29 and Studio (≤5 users) is $69. The free plan is the starting point — $0 with 1 user, unlimited contacts, and 10 Otto actions per day. The price comparison matters less than the feature comparison: we bundle time tracking, a books ledger, and a real AI agent that Dubsado does not offer at any tier.
How is Hey Otto's AI different from Dubsado's automation?
Dubsado calls its workflow templates "automation" — they are pre-built sequences (send this email, then wait 3 days, then send the next) that you configure once and let run. That is useful but it is not an AI agent. Otto is a 35-action tool-calling agent: tell him "schedule a kickoff with Anna at Acme on Tuesday and send the deposit invoice" and he drafts the actions, lets you edit them, then executes — by voice or chat.
Does Hey Otto support multi-currency?
Native multi-currency: USD, EUR, GBP, ILS, AUD, CAD, and more. Primary and secondary currency per organization, per-deal currency override, live FX rates, PDF invoices in any currency. Dubsado is more US-focused and multi-currency support is limited.
Does Hey Otto include time tracking?
Yes — clock in / out, pause / resume, daily timer badge, daily recap modal, time logged against deals. Dubsado does not include time tracking; you would still need Toggl, Harvest, or Clockify on top.
What about contracts and e-signatures?
Dubsado has best-in-class contracts and e-signatures — that is one of their biggest strengths and a real reason to choose them if signed contracts are central to your workflow. Hey Otto has invoicing and templated PDFs today; contracts and signatures are on the roadmap. If contracts are your single most-used Dubsado feature, weigh that honestly.
Can I import my Dubsado data?
Yes. Dubsado supports CSV export of clients, projects, and invoices. Hey Otto imports CSV for contacts, companies, and deals. Bank statement import (PDF or CSV) brings any historical revenue and expense data into the books ledger.
Who is Hey Otto best for, vs Dubsado?
Hey Otto is best for service-business operators who want one app for the whole back office (CRM + invoicing + time + books + calendar) with a real AI agent and modern UX, and who don't depend heavily on contracts/forms/lead-capture flows. Dubsado is best for US-creative workflows where contracts, forms, and project-pipeline templates are the core daily surface.